Born and raised in Columbus, Indiana, Andy grew up in a family who believed in two fundamentals: give to others and be the best version of yourself. He and his wife, Laura, have since gone on to instill those values in their children, Harper, Emma Kate, Caroline, and Mack. Whether it is family, clients, or colleagues, Andy’s greatest sense of achievement is in helping others reach their goals and desires.
Andy earned a Bachelor of Science degree from Centre College and a Master of Business Administration (MBA) from the University of Kentucky. He then earned his CFP® (CERTIFIED FINANCIAL PLANNER practitioner) a few years later.
As a Certified Exit Planning Advisor (CEPA®), Andy helps business owners plan for their future by advising on their business growth/exit strategies, personal financial planning, and personal life planning outside of their business. The intentional pursuit of improvement in all three of these areas has helped business owners live a more fruitful and fulfilled life.
Giving back to the community is one of Andy’s passions. He has served in several volunteer roles, including the: University of Kentucky’s MBA Advisory Council Committee, Board Chair and Investment Committee Chair of the Blue Grass Community Foundation, Life Plan of Kentucky Board, President of the Bluegrass Estate Planning Council, and OperaLex Board.
In addition, he enjoys coaching his children’s soccer and basketball teams. Outside of work, Andy enjoys spending time outdoors and playing/following sports.
For Andy, his work is more than a job. The combination of a service-based yet highly technical field of personal financial decision-making is both rewarding and challenging. As an early Partner in Ballast, Andy continues to help shape the future of the business.
In the community…